Jason Tillberg

Bed Bath to Go Above and Beyond - Barron's

First, I still see a 10 year bust for the US consumer at least. Second, the weaker US $ in the coming years will make the imports that BBBY sells more expensive for the American consumer to buy. Margins will be hurt on that front.

Bearish on BBBY, Bullish on Garage Sales and hand me downs.

Am short BBBY.

Bed Bath & Beyond Looks Ready to Plummet

Time is on your side with being short. I think when the next round of the credit crisis hits, and it will, retail will get a huge slap in the face. The P/E of 10 this year I would say is fair. Good write up.

Also short BBBY.

Bed Bath and Beyond Still Appears Expensive

Opinion has not changed. Insiders were probably wise to sell.


On Apr 22 08:13 PM fidoshark wrote:

> well, now that April 9th, 3,299,000 insider shares were sold, what
> do you think about the timing now of shorting?

Bed Bath and Beyond Still Appears Expensive

ouch with today's gain. But nothing changes my view of the longer term prospects in my opinion. The same logic can be applied to many other retailers out there.

Earnings Preview: Bed Bath & Beyond

I calculate fair value on BBBY to be between $15 and $18 a share currently at current estimates. I don't believe those estimates will be met so I would say certainly on the low end of that estimate.